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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,458 | $112,729-71.2% | $98,716-67.1% | $137,256-76.4% |
| Participation rate | 30.8% | 74.2%-43.5pp | 69.3%-38.5pp | 80.0%-49.2pp |
| Annual return | 16.87% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $309 | $2,725-88.6% | $2,279-86.4% | $4,156-92.6% |
| Participant deferral / active EE | $1,425 | $4,640-69.3% | $4,048-64.8% | $6,407-77.8% |
| Admin fee / account holder | $2,220 | $10,129-78.1% | $8,703-74.5% | $12,270-81.9% |